WT
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Whittier Trust’s AppFolio APPF Stock Holding History

Whittier Trust’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-27
Closed -$2.85K – 1607
2022
Q4 		$2.85K Sell
27
-33
-55% -$3.48K ﹤0.01% 1454
2022
Q3 		$6K Hold
60
– – ﹤0.01% 1408
2022
Q2 		$5K Hold
60
– – ﹤0.01% 1428
2022
Q1 		$7K Buy
+60
New +$7K ﹤0.01% 1391